There are three ways to enroll a recipient into a campaign:  Enrollment Triggers, Email Lists or Manual Enrollment

Enrollment Triggers

Enrollment triggers are part of a campaign's general settings. To manage them, navigate to the Autoresponder home page.

From there, click on a campaign's edit button. The triggers are listed in the general settings of the campaign.
The triggers are hooks to the shopping experience that allow for automatic enrollment to a campaign based on an event. There are five triggers.

• Abandon Cart – This trigger will enroll any abandoned cart with an email address into the campaign.
• Purchased Product – This trigger will enroll any customer making a purchase into the campaign. Enrollment Items can restrict enrollment.
• Auto Order Decline – This trigger will enroll any customer who has an auto order declined.
• Auto Order CC Expiration – This trigger will enroll any customer who has an auto order credit card expired.
• Auto Order Canceled – This trigger will enroll any customer who has an auto order canceled.

Enrollment Items

The enrollment items work in conjunction with the enrollment triggers. They are filters for the triggers. If you provide a list of items, then only events with those items will trigger an enrollment.

For example, consider the result if you add an item id, such as 'SOMEPDF' to the enrollment items field and check the enrollment trigger 'Purchased Product'. With that configuration, only purchases of SOMEPDF items will result in enrollment. This is useful if you wish to upsell certain items or provide item specific marketing material.

• Enrollment Items only affect triggers. Items are meaningless without triggers.
• Enrollment Items affect all triggers. There is no pairing certain items with certain triggers. If you need different items for your triggers, create separate campaigns.
• Zero Enrollment Items is the default. With this default, triggers will fire for all items. Remember that Enrollment Items act as filters.

You probably would not want to add any enrollment items to Auto Order triggers. That would cause those triggers to selectively fire, which would be undesired.

Email Lists

Email Lists are managed in a different part of the site. Navigate to Main Menu > Operations > Marketing > Email (tab) > Email Lists. By associating an email list with a campaign, the site will, on a regular basis, scan the list and enroll any new emails. Click on the edit button for a campaign to manage the Email Lists associated with it. The Campaign section of this documentation has additional tips and warnings about Email Lists.

Manual Enrollment

To manually enroll someone in a campaign, first navigate to the Autoresponder home page.

From within the Administration section, click the Manual Enrollment link as shown below.

Manual enrollment is a two step process. Select a campaign on the initial screen. Selecting a campaign allows the site to compile a list of campaign steps. With this list, it is possible to add a new recipient at any point in a campaign.

When the next screen loads, fill out the fields to enroll a recipient.

The following describes each of the fields for the Manual Enrollment

When finished, click the Enroll button to complete the enrollment.